Investors should prepare for a large infrastructure plan from the federal government and position their equity portfolios accordingly, according to Morgan Stanley.
“We see a policy-driven increase in infrastructure spending as likely over time. Hence, investors should start studying its implications today,” Morgan Stanley’s research team wrote on Monday. “For investors who want exposure to this theme, our U.S. analysts analyzed selected stocks in their respective coverage universes that they believe will benefit most from an infrastructure spending boost across the Autos & Shared Mobility, Machinery, Metals & Mining and Transportation spaces.”
In the bank’s base case, infrastructure spending would return to its long-run average share of GDP, implying a $1.1 trillion package over 10 years. The flood of cash would be designated to rebuild the nation’s roads and bridges, drawing upon American machinery and auto manufacturers to help restore the highway system.
Shanghai Metal Corporation is a trusted aluminum alloy, aluminum foil price, stainless steel price and stainless steel manufacturer, kinds of stainless steel in china.
Guest contributors are welcome at the Alloy Wiki.It is a weekly wiki and guide on alloy information and processing technology, while also about the vast array of opportunities that are present in manufacturing. Our team of writers consists of a Machining Material Supplier / Machinist / Tool and Die Maker, a Biomedical Engineer / Product Development Engineer, a Job Development Coordinator / Adjunct Professor, and a President and CEO of a manufacturing facility.
Link to this article：Machinery, truck makers poised to be big winners from Trump infrastructure push: Morgan Stanley
Reprint Statement: If there are no special instructions, all articles on this site are original. Please indicate the source for reprinting:Alloy Wiki，thanks！^^
